Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2751 | LONESTAR CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 23 | 301,746,000 |
| 2752 | IBEX WEALTH ADVISORS | 11-12-2019 | 09-30-2019 | 93 | 301,376,000 |
| 2753 | GOULD ASSET MANAGEMENT LLC /CA/ | 01-17-2020 | 12-31-2019 | 146 | 301,068,000 |
| 2754 | BERKSHIRE CAPITAL HOLDINGS INC | 11-13-2019 | 09-30-2019 | 44 | 300,931,190 |
| 2755 | AGF INVESTMENTS AMERICA INC | 11-08-2019 | 09-30-2019 | 64 | 300,918,000 |
| 2756 | LEGACY FINANCIAL ADVISORS INC | 11-07-2019 | 09-30-2019 | 113 | 300,810,000 |
| 2757 | ASSET DEDICATION LLC | 10-17-2019 | 09-30-2019 | 633 | 300,756,000 |
| 2758 | DIVISAR CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 28 | 300,730,000 |
| 2759 | GILMAN HILL ASSET MANAGEMENT LLC | 10-18-2019 | 09-30-2019 | 185 | 300,651,000 |
| 2760 | LUCIA WEALTH SERVICES LLC | 10-09-2019 | 09-30-2019 | 165 | 300,387,000 |
| 2761 | IRONSIDES ASSET ADVISORS LLC | 11-07-2019 | 09-30-2019 | 95 | 300,277,000 |
| 2762 | BDT CAPITAL PARTNERS LLC | 08-14-2019 | 06-30-2019 | 1 | 299,999,000 |
| 2763 | OLD DOMINION CAPITAL MANAGEMENT INC | 10-29-2019 | 09-30-2019 | 144 | 299,825,000 |
| 2764 | HARTFORD FINANCIAL MANAGEMENT INC | 10-28-2019 | 09-30-2019 | 358 | 299,773,000 |
| 2765 | ELLIS INVESTMENT PARTNERS LLC | 01-07-2020 | 12-31-2019 | 694 | 299,399,000 |
| 2766 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 11-01-2019 | 09-30-2019 | 336 | 299,329,000 |
| 2767 | WEALTHQUEST CORP | 10-17-2019 | 09-30-2019 | 128 | 299,186,000 |
| 2768 | PORTLAND GLOBAL ADVISORS LLC | 10-22-2019 | 09-30-2019 | 110 | 299,132,000 |
| 2769 | WHITNELL & CO | 11-05-2019 | 09-30-2019 | 439285 | 299,111,000 |
| 2770 | BRANDYWINE MANAGERS LLC | 11-13-2019 | 09-30-2019 | 48 | 298,876,000 |
| 2771 | MARQUETTE ASSET MANAGEMENT LLC | 10-21-2019 | 09-30-2019 | 267 | 298,840,000 |
| 2772 | MONROE BANK & TRUST/MI | 07-26-2019 | 06-30-2019 | 106 | 298,574,000 |
| 2773 | OLD SECOND NATIONAL BANK OF AURORA | 10-25-2019 | 09-30-2019 | 346 | 298,430,000 |
| 2774 | SHULMAN DEMEO ASSET MANAGEMENT LLC | 10-30-2019 | 09-30-2019 | 131 | 298,239,000 |
| 2775 | ALL TERRAIN FINANCIAL ADVISORS LLC | 11-14-2019 | 09-30-2019 | 216 | 298,079,000 |
| 2776 | 0 | 0 | |||
| 2777 | SOLUS ALTERNATIVE ASSET MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 9 | 297,878,000 |
| 2778 | SANDELL ASSET MANAGEMENT CORP | 11-14-2019 | 09-30-2019 | 40 | 297,508,000 |
| 2779 | ROSSMORE PRIVATE CAPITAL | 11-05-2019 | 09-30-2019 | 136 | 297,352,000 |
| 2780 | PENDERFUND CAPITAL MANAGEMENT LTD | 10-29-2019 | 09-30-2019 | 64 | 297,251,000 |
| 2781 | GOLDEN GATE PRIVATE EQUITY INC | 11-14-2019 | 09-30-2019 | 25 | 297,188,000 |
| 2782 | JBJ INVESTMENT PARTNERS LLC | 10-08-2019 | 09-30-2019 | 50 | 297,164,000 |
| 2783 | TERRIL BROTHERS INC | 10-22-2019 | 09-30-2019 | 55 | 296,389,000 |
| 2784 | EOS MANAGEMENT LP | 11-01-2019 | 09-30-2019 | 29 | 296,370,000 |
| 2785 | COASTAL CAPITAL GROUP INC | 11-12-2019 | 09-30-2019 | 520 | 296,351,000 |
| 2786 | INSPIRION WEALTH ADVISORS LLC | 01-08-2020 | 12-31-2019 | 80 | 296,226,000 |
| 2787 | M HOLDINGS SECURITIES INC | 08-15-2019 | 06-30-2019 | 157 | 295,591,000 |
| 2788 | BOTTY INVESTORS LLC | 11-13-2019 | 09-30-2019 | 140 | 295,584,000 |
| 2789 | COVINGTON INVESTMENT ADVISORS INC | 11-13-2019 | 09-30-2019 | 94 | 295,183,000 |
| 2790 | GATEWAY ADVISORY LLC | 10-08-2019 | 09-30-2019 | 61 | 294,881,000 |
| 2791 | ROWLAND & CO INVESTMENT COUNSEL/ADV | 10-01-2019 | 09-30-2019 | 136 | 294,796,641 |
| 2792 | DOCK STREET ASSET MANAGEMENT INC | 10-23-2019 | 09-30-2019 | 46 | 294,717,000 |
| 2793 | HAVERFORD FINANCIAL SERVICES INC | 11-01-2019 | 09-30-2019 | 67 | 294,705,000 |
| 2794 | KMG FIDUCIARY PARTNERS LLC | 10-11-2019 | 09-30-2019 | 113 | 294,579,000 |
| 2795 | NORTHSIDE CAPITAL MANAGEMENT LLC | 01-09-2020 | 12-31-2019 | 92 | 294,501,000 |
| 2796 | WELCH CAPITAL PARTNERS LLC/NY | 08-01-2019 | 06-30-2019 | 27 | 294,174,000 |
| 2797 | SPECTRUM MANAGEMENT GROUP INC | 11-12-2019 | 09-30-2019 | 222 | 293,785,000 |
| 2798 | MOERUS CAPITAL MANAGEMENT LLC | 11-06-2019 | 09-30-2019 | 15 | 293,702,000 |
| 2799 | DELPHI FINANCIAL GROUP INC | 11-05-2019 | 09-30-2019 | 21 | 293,632,000 |
| 2800 | SMITH & HOWARD WEALTH MANAGEMENT LLC | 01-10-2020 | 12-31-2019 | 88 | 293,586,000 |
| 2801 | TEEWINOT CAPITAL ADVISERS LLC | 11-14-2019 | 09-30-2019 | 28 | 293,435,000 |